Zillow fits the description of an aggregator, but it hasn’t transformed its industry due to a lack of integration. Now it is trying to do exactly that.
Spotify is in a much weaker position that Netflix was, because it could not build up a user base before negotiating with its suppliers. However, the company does seem to be acquiring customers efficiently.
Google is winning with AMP and blocking ads in Chrome: both seem bad, but aren’t they actually good for consumers? That is the paradox of aggregation.
The impact of Facebook’s News Feed changes on the media is far less interesting than what the changes — and their stated purpose — say about Facebook itself.
The Disney-21st Century Fox deal is official, and the antitrust questions continue to loom large: there are clear issues with regards to a horizontal merger, but is having a vertical competitor to Netflix worth it?
Moderating user-generated content is hard: it is easier, though, with a realistic understanding that the Internet reflects humanity — it is capable of both good and evil.
Disney may buy portions of 21st Century Fox; it is a deal that makes a lot of sense for both sides, particularly when you consider how the industry has been fundamentally changed.
Facebook absolutely crushed earnings, confirming its duopoly power; the company’s commitment to hurting profitability did the same. Then, a reminder that Facebook has a positive role to play in the future.
Facebook, Google, and Twitter testified before a Senate committee: it provided evidence of how tech prefers power over decentralization, even if it means regulation
Netflix had another great set of earnings that highlight the company’s sustainable differentiation. The company’s ability to raise prices does the same, as well as its clearly disruptive role.